COMPARE · Data as of August 21, 2026
QLYS vs SAIL
Verdict: Side-by-side breakdown using the Bull Rankings model. QLYS scored 71.0, SAIL scored 49.4 — QLYS leads.
Compare another set
QLYS
Qualys, Inc.
71
$181.98 · $6.3B
fundamentals as of
Score gap
21.6
QLYS leads
SAIL
SailPoint, Inc.
49.4
$18.64 · $10.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSAIL+24.0%
- Strongest balance sheetSAIL0.00
- Highest qualityQLYS95 / 100
- Largest discount to fair valueQLYS-19%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
QLYS
stronger →← stronger
SAIL
95
Qualityreturns · margins · balance sheet
40
83
Growthrevenue & earnings expansion
91
45
Valuevaluation vs sector peers
33
QLYS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
QLYS
SAIL
$314mC
FCF
$201mC
+10.4%B
Rev
+24.0%A-
0.09B+
D/E
0.00A
31.5xB
P/E
—
3.64D
PEG
—
—
P/S
9.4xC
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
QLYS
SAIL
19% below
Price vs fair valuelower is cheaper
130% above
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~36%/yr
+15%
1-yr DCF upside
-66%
+23%
5-yr DCF upside
-56%
+36%
10-yr DCF upside
-36%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
QLYS
Why this score
- Buying back stock
- Durable high returns
SAIL
Why this score
- Short track record
The companies
QLYSQualys, Inc.
Why now
Software - Infrastructure · market cap $6.3b. 10% off the 52-week high of $201.54. Revenue growing +10%, comfortably above the S&P median. 18 sell-side analysts rate this a Hold with a mean 1-yr target of $171.74 (implying -6% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 37% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 152% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
SAILSailPoint, Inc.
Why now
Software - Infrastructure · market cap $10.6b. Down 22% from 52-week high of $24.00 — deep drawdown territory. Revenue growing +24%, comfortably above the S&P median. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $19.86 (implying +7% upside).
Moat
Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
Currently unprofitable (margin -14.0%) — path to GAAP profitability is the core thesis risk. ROE -2% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where QLYS and SAIL diverge
On the headline score the gap is 21.6 points in favor of QLYS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityQLYS 95.4 · SAIL 40.0QLYS +55.4
- ValueQLYS 45.3 · SAIL 33.0QLYS +12.3
- GrowthQLYS 82.9 · SAIL 91.4SAIL +8.5
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.